See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,410 | $148,534-37.1% | $135,903-31.3% | $139,434-33.0% |
| Participation rate | 84.6% | 83.9%+0.8pp | 81.9%+2.7pp | 80.3%+4.3pp |
| Annual return | 18.64% | 79.19%-60.6pp | 68.23%-49.6pp | 372.94%-354.3pp |
| Employer contribution / active EE | $3,134 | $5,243-40.2% | $4,856-35.5% | $4,751-34.0% |
| Participant deferral / active EE | $5,517 | $8,100-31.9% | $7,758-28.9% | $6,710-17.8% |
| Admin fee / account holder | $2,895 | $12,400-76.7% | $10,762-73.1% | $11,403-74.6% |